WPGTX Mutual Fund

WPGTX Mutual Fund (WPG Partners Small Cap Value Diversified Fund Institutional Class) is managed by Boston Partners with $38.5M in net assets. WPGTX expense ratio is 1.10%, holding 92 positions across sectors including Industrials, Financials, Information Technology. Inception date: 1972-03-30.

WPGTX performance shows a YTD return of 18.41%. The 1-year return is 29.01% and the 5-year return is 12.45%. WPGTX dividend yield stands at 8.51%, paid annually.

WPGTX top holdings include Mount Vernon Liquid Assets Portfolio, Llc (20.3%), Silicon Motion Technology Corp (3.3%), U.S. Bank Money Market Deposit Account (2.9%), Teradata Corp (2.6%), Ultra Clean Hold (2.5%). Go to all WPGTX holdings, WPGTX sectors, or WPGTX dividends.

WPGTX can be compared against other funds. Use WPGTX overlap to find shared positions, or WPGTX vs another fund for a side-by-side view. WPGTX alternatives are available via the screener, along with tax-loss harvesting opportunities.